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Jacob William Advisory

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Cockeysville, MD
Jacob William Advisory

Money shouldn't be complicated. We help you understand your wealth, retirement, and future, making your day simpler and easier. Also, we are fee based.

Conventional market wisdom says buy and hold. The theory being, if you hold on long enough, eventually you can make up your losses. At Jacob William, we assume that you don’t have unlimited time to make up for crashes like 2008. So our emphasis is on reducing risk. Unlike conventional advisors, we don’t believe you need to stay in the market until it hits rock bottom. You can clearly see your port

folio fees and performance anytime you want through our online portfolio manager. If you have financial uncertainties, come talk to us.

07/21/2026

A surprise for many investors this year has been that the best way to invest in the AI boom so far has been a broad equity overweight and exposure across markets because, as we discussed in our full-year Outlook, the inputs to AI are everywhere. That’s held up so far in 2026 as we’ve seen strong market breadth, and a broad market is usually a healthy market.

In this week’s 90-Second Market Update, Wealth Advisor David Hodnett shares key insights on the latest market trends and what they could mean moving forward.

▶️ Watch the update below.

Read the full market commentary here: https://www.jacobwilliam.com/insights/blog/market-commentary-carson-2026-midyear-outlook-still-riding-the-wave/

07/16/2026

The biggest retirement mistakes aren't always the obvious ones.

Many people spend years saving for retirement but overlook the small planning mistakes that can have a big financial impact.

Are you prepared for these 8 retirement blunders? Reach out to our team to review your retirement strategy and make sure you're on the right track.

Read the article: https://ow.ly/9omg50Zl6Qv

07/09/2026

Are you saving enough for retirement?

Our 401(k) calculator can help you estimate how today's contributions could impact your future and whether you're on track to meet your goals.

Try it out here: https://ow.ly/17C550ZfWGQ

07/07/2026

Well, that’s a wrap on the first half of 2026. After all the handwringing this spring over the Middle East, oil prices, and the Fed, the S&P 500 closed the first six months up 9.6% (excluding dividends), and it did it in style.

In this week’s 90-Second Market Update, David Hodnett, shares key insights on the latest market trends and what they could mean moving forward.

▶️ Watch the update below.

Read the full market commentary here: https://ow.ly/I9lc50ZlibU

07/02/2026

As a business owner, your company may be your most valuable asset, but do you know what it's really worth?

In our article, we explore why perceived value and actual value aren't always the same.

Read it here: https://ow.ly/WyFg50ZfWvO

06/30/2026

The S&P 500 fell all five days last week, losing nearly 2%, and is currently down seven of the past eight days.

In this week’s 90-Second Market Update, Dan Morrison, shares key insights on the latest market trends and what they could mean moving forward.

▶️ Watch the update below.

Read the full market commentary here: https://ow.ly/Bz0150ZiQsZ

06/25/2026

Financial planning is more than investments...

Our 3-Lane Highway Approach brings together:

🚗 Investment Management
🚗 Retirement & Financial Planning
🚗 Tax & Distribution Planning

Because better outcomes come from a coordinated plan. Read our article here: https://ow.ly/Nyay50ZfVLw

06/24/2026

The story of the week was Kevin Warsh’s first meeting as chair of the Federal Reserve. The Fed decided to hold rates steady, but stocks sold off aggressively (and short-term yields soared) Wednesday following the meeting’s conclusion.

In this week’s 90-Second Market Update, Matt Rodgville, shares key insights on the latest market trends and what they could mean moving forward.

▶️ Watch the update below.

Read the full market commentary here: https://ow.ly/uA5u50ZgoQG

06/17/2026

SpaceX’s initial public offering (IPO) on Friday dominated market news last week, but behind the scenes, the S&P 500 edged higher after the big drop on Friday, June 5.

In this week’s 90-Second Market Update, Mark Ring, Partner and Wealth Advisor, shares key insights on the latest market trends and what they could mean moving forward.

▶️ Watch the update below.

Read the full market commentary here: https://ow.ly/m1jO50ZcOI3

06/09/2026

Friday was a challenging day for stocks. The S&P 500 fell 2.6%, which ended the index’s extraordinary nine-week winning streak.

In this week’s 90-Second Market Update, Dan Morrison, Partner and Wealth Advisor, shares key insights on the latest market trends and what they could mean moving forward.

▶️ Watch the update below.

Read the full market commentary here: https://ow.ly/1VmC50Z9zwO

Address

4 N Park Drive Ste 402
Cockeysville, MD
21030

Opening Hours

Monday	9am - 4pm
Tuesday	9am - 4pm
Wednesday	9am - 4pm
Thursday	9am - 4pm
Friday	9am - 4pm

Website

https://www.jacobwilliam.com/, https://www.linkedin.com/company/jacob-william-advisory/

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